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en:prep_orderinvoice [2022/11/07 16:10] artem |
en:prep_orderinvoice [2023/02/03 09:26] vasily |
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> The details about billed invoices and the balance amount are available on the company card in the **Finance** section of the client. | > The details about billed invoices and the balance amount are available on the company card in the **Finance** section of the client. | ||
>> | >> | ||
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+ | ====== Invoice generation via Prep Center - Clients ====== | ||
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+ | > Click on the **Prep Center** menu item and select **Clients**. Mark the checkbox of the client for whom you need to create the invoice in the system. Then press **Actions on Selected**. | ||
+ | >> | ||
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+ | ---- | ||
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+ | > From the pop-up menu, click Create Order. The system will create a Prep Center order for the selected client. | ||
+ | >> | ||
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+ | ---- | ||
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+ | > In the **Order Content** section, press **Add** and add the desired positions to the order. In the **Title** field, enter the titles of services or products to be included in the invoice. Enter the appropriate value in the **Unit Price** field. In the **Qty** field, enter the number of product units or services. | ||
+ | >> | ||
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+ | ---- | ||
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+ | > Click **Invoices - Create Invoice** and create the invoice. | ||
+ | >> | ||
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